Tax Audit Engagement Letter — Form 26 / AY 2026-27

TAX AUDIT ENGAGEMENT LETTER Date: [DATE] To, [CLIENT_NAME] [CLIENT_ADDRESS] PAN: [CLIENT_PAN] GSTIN (if applicable): [CLIENT_GSTIN] Dear [CLIENT_NAME / PROPRIETOR_NAME], We are pleased to confirm our appointment as Tax Auditors for [CLIENT_LEGAL_ENTITY_NAME] for the Financial Year [FINANCIAL_YEAR] (Assessment Year [ASSESSMENT_YEAR]) / Tax Year [TAX_YEAR] on the terms set out below. 1. SCOPE OF ENGAGEMENT We shall conduct the tax audit as required under [APPLICABLE_SECTION] of the Income Tax Act [APPLICABLE_ACT] and submit the audit report in [APPLICABLE_FORM] (Form 3CD / Form 26) within the prescribed due date. Our scope includes: · Verification of books of accounts maintained under the applicable law · Examination of all clauses as prescribed in [APPLICABLE_FORM] · Reporting of tax deducted at source under applicable sections · Preparation and e-filing of [APPLICABLE_FORM] with DSC on the e-filing portal · Reporting under Clause [CLAUSE_NUMBERS] as specifically applicable to your business / profession 2. CLIENT OBLIGATIONS You agree to: · Provide complete and accurate books of accounts, bank statements, vouchers, and other records by [DOCUMENT_SUBMISSION_DATE] · Furnish a signed management representation letter · Make available key personnel for clarification as required · Inform us of all transactions that may have tax implications 3. PROFESSIONAL FEES Our professional fees for this engagement: ₹[AUDIT_FEES] plus applicable GST at [GST_RATE]%, payable by [PAYMENT_DUE_DATE]. Out-of-pocket expenses will be billed at actuals. 4. CONFIDENTIALITY AND DATA PROTECTION All information shared with us shall be treated as strictly confidential and shall not be disclosed to any third party except as required by law or professional standards. In accordance with applicable data protection requirements, your personal and financial data will be processed solely for the purpose of this engagement and will not be used for any other purpose. 5. LIMITATION OF LIABILITY Our liability in connection with this engagement shall be limited to the professional fees paid for this specific engagement. 6. GOVERNING LAW This engagement is governed by the laws of India and subject to the jurisdiction of [CITY] courts. Please sign and return a copy to confirm your acceptance of these terms. Yours faithfully, [CA_NAME], [MEMBERSHIP_NO.] [FIRM_NAME] [FIRM_ADDRESS] [FIRM_PHONE] [FIRM_EMAIL] I / We accept the terms of engagement set out above: Name: ______________________________ Designation: ______________________________ Date: ______________________________ Signature: ______________________________